Estate Planning Attorney Arun Gupta joins Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, CEPA, to highlight some of the most problematic assets to leave to heirs and why it is best to manage expectations about inheritance, ensuring heirs have realistic expectations about what they may receive.
Succession planning isn’t just for TV dramas. In real life, it’s crucial for family businesses to ensure a smooth transition of ownership and leadership. Learn why it’s essential and how to start planning for your business’s future.
Managing Associate K.C. Smith, CFP®, CEPA, Associate Adam Stadalius, CFP®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate going forward.
Retirement on your horizon? Thinking of rejoining the workforce? Dive into our article for key financial insights tailored to your return journey! From tax implications to retirement account changes, we’ve got you covered.
Planning to punch the clock beyond retirement age? Did you know 33% of current workers expect to retire at age 70 or older, or not at all? Working in your 60s, 70s, or beyond has perks, but beware unexpected consequences!
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.
Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here’s a look at some of the costs that will apply in 2024.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to provide advice to investors who are dealing with multiple inherited IRA required minimum distributions, governed by different tax rules.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees. For the first time, the federal government will negotiate lower prices for some of the highest-cost drugs covered under Medicare Part B and Part D.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Giuliana Barbagelata, CFP®, advise for an investor who will likely have to take over her aging parents’ finances. They discuss some basic steps as well as some other estate planning concerns.
